Automate workflows across people, systems, and data
We give wealth managers everything they need to make a difference.
Solutions for banking, insurance & financial services
Every 30 seconds a new client relationship is created with FNZ
Onboarding for wealth and private banking
Combine digital and physical interactions to offer a personalized onboarding experience that fully profiles clients through automated KYC, FATCA, and CRS questionnaires.
- Improve cost-to-income ratio
- Manage complex compliance requirements
- Unlock new and unique client opportunities
Client regulatory reviews
Minimize operational costs while enabling ongoing compliance across jurisdictions.
- Data-driven orchestration
- Holistic regulatory reviews
- Manage complexity
- Empower compliance experts
Client administration and servicing
Boost advisor and operational productivity to provide investors with a personalized, transparent and hassle-free journey across all channels.
- Understand your clients and increase empathy
- Manage high volumes and complexity in full compliance
- Enable efficient and predictive decision making
Onboarding Trends for Wealth Management 2022
How is the democratization of wealth management reshaping the value chain?
Onboarding Trends for Wealth Management 2022
How is the democratization of wealth management reshaping the value chain?
Wealth and Asset Management 4.0
How digital, social, and regulatory shifts will transform the industry.
The quantified value of automating client onboarding in wealth management
How automating client onboarding increases revenues and improves efficiency for internationally operating wealth management firms and private banks
Study by Forrester: the "Total Economic Impact" of client onboarding for financial services: the broker-dealer segment
Forrester Research conducted this study to quantify the effectiveness of our client onboarding solution for financial services within the broker-dealer segment.
Risk-Based Client Reviews
Bring your client reviews under control with a compliance case management workflow.
What's everyone reading?
06 Jul 2022
Opening up wealth together: how private banks can thrive in the digital era
Our team was delighted to participate in the recent Private Banking & Wealth Management London conference, where Matthew Ferman, FNZ Group Proposition Director, spoke about opening up wealth and how private banks can thrive in the digital era.
Blog
30 Jun 2022
The best of both worlds: are customer satisfaction and financial crime prevention really mutually exclusive?
With regulators upping the stakes but leaving wealth management firms to deal with the heavy lifting of crime identification, many providers have chosen to adopt a “multiple lines of defense” approach, where the whole organization is responsible for making the compliance process work.
Blog
"Mature platform that helps us keep up with constantly changing regulations. The team understands not only the technical part but they are also able to help and consult on the business part, which is equally important to us"
CIO in Digital Banking
"Mature platform that helps us keep up with constantly changing regulations. The team understands not only the technical part but they are also able to help and consult on the business part, which is equally important to us"
CIO in Digital Banking
"Their staff is knowledgeable not only on their own products but also on market best practice"
Executive Director in the Finance Industry
"Fast implementations with extraordinary user experiences, fully straight through processes"
Director in the Finance Industry